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Monday, October 19, 2020 Webcast

The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning (X3-2562682)

12:00 PM - 1:00 PM EDT

Webcast


1 CPE Credits in PD

OVERVIEW

As accounting and bookkeeping professionals, we strive to improve our clients’ businesses with the financial information we provide to them. Yet many of us still spend the majority of our time entering data and crunching numbers, which doesn’t leave enough time in our day to help our clients actually improve their businesses at a holistic level. With cloud technology, artificial intelligence and machine learning, much of the traditional data entry tasks of the past will be reduced. However, the human side of the experience can never be replaced by technology, only enhanced. Our clients are asking for our time, and now with technology’s gift of more time, we can learn to create the value our clients want by clearly communicating the meaning of financial data in a way that helps each company succeed and thrive. As a Cherished Advisor, you become a strategic partner that your business clients appreciate, highly value and can’t imagine living without.

DESIGNED FOR

CPAs, corporate finance teams, business leaders and other financial professionals.

BENEFITS

* Recognize how automation can grow their practices

*Identify top technologies that can benefit their firms

* Leverage technology for generational planning and change management in order to recruit the best talent

COURSE LEVEL

Basic

INSTRUCTOR

Amy Vetter

Amy Vetter, CPA, CITP, CGMA

CEO

The B3 Method Institute

Amy Vetter is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi -- who specializes in Technology Innovation – Amy provides a unique perspective. She inspires financial professionals to implement and use technology in a thoughtful way so that it does the heavy lifting, freeing them to develop collaborative, lasting relationships. Amy’s speaking programs encompass transformative topics on digital transformation, mindfulness, leadership, employee engagement, company culture, as well as change management and innovation. She is the author of two books: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley, and Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. Amy is a board member for the Ohio Society of CPAs as well as a member of multiple American Institute of Certified Public Accountants (AICPA) committees. Amy has been repeatedly recognized as a “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and as a “Top 100 Most Influential Person” by Accounting Today. Amy shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, and CPA Practice Advisor. Learn more at www.amyvetter.com, and subscribe to Amy’s Breaking Beliefs Podcast on Apple Podcasts and Spotify. For daily inspiration, follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.

PRICING

$35.00 - Member

$45.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA